Capital Gains Taxes  

Knowing when to sell an asset is a difficult part of investing. Reasons for selling a stock, bond, or mutual fund may include:

  • Rebalancing a portfolio
  • Profit taking
  • Stopping further losses
  • A higher potential rate of return on an alternate investment
  • Cash needed for expenses

The tax consequences may be the most important part of your decision. Short-term gains are taxed at your highest marginal income tax rate, while long-term gains are taxed at lower long-term capital gains rates.

The calculator will estimate potential capital gains taxes. If you have owned the investment for 12 months or less, capital gains are considered Short-Term. If you have owned the investment for more than 12 months, capital gains are considered Long-Term.

     

What is the current value of the investment being considered for sale?

$

What is your cost basis? (What did you initially pay for the investment?)

$

What is your federal marginal income tax bracket?

Have you owned this investment for longer than 12 months?

YesNo
 
   
   
Navigation Financial Group
15770 N. Dallas Parkway, Suite 650 • Dallas, TX • 75248
Phone: 214-217-5800 or 800-222-5649 • Fax: 214-217-5801
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Advisor Representatives are Registered Representatives of and offer securities through Securities America, Inc., member FINRA/SIPC.

Planning and Advisory Services available through Securities America Advisors, Inc.

Navigation Financial Group and its affiliates are independent of the Securities America companies.